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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Euler serves as a comprehensive platform designed to boost partner revenue growth by streamlining and automating the administration of partner programs, allowing teams to concentrate on enhancing revenue generated from partners while minimizing time-consuming tasks. With a focus on efficiency, it enables rapid partner onboarding that can activate new partners within minutes, rather than the weeks typically required, and ensures ongoing partner alignment and support through real-time updates, even in cases where partners do not log in. The platform simplifies the intricacies of incentive and commission management by automating calculations and invoice generation, thus alleviating the burdens of manual reconciliation, while also adeptly tracking referrals, deals, and partner contributions via seamless integrations with CRM and billing systems. To further enhance user experience, Euler offers AI-driven tools such as DealFlow AI, which automates the deal registration process, an AI communications hub designed for crafting targeted and automated messages for partners, and an AI partner account manager that provides continuous support to partners. Furthermore, the platform includes functionalities for collecting and approving partner applications, tailoring incentive structures, and managing contracting processes, which collectively empower users to maximize their partnership potential effectively. As such, Euler not only simplifies existing workflows but also drives greater engagement and productivity within partner ecosystems.

Description

DealFlow serves as a comprehensive platform for providing alternative investment options to affluent clients. Users can explore various funds and opportunities, seamlessly engaging in structured workflows and required documentation that facilitate participation in deals with just a few clicks. The design prioritizes a user-friendly investor experience, incorporating intelligent onboarding forms that feature real-time verification of documents and an efficient KYC process, ultimately making the experience swift and minimizing the likelihood of errors. Additionally, DealFlow presents FINRA-regulated professionals with the most rapid and effective method to transact securities on behalf of their clients. Integrated compliance procedures are an essential part of the platform, while Katipult’s eSignature technology guarantees complete transparency in documentation and KYC processes. With its commitment to innovation, DealFlow is poised to redefine the landscape of alternative investments for high-net-worth individuals.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Chargebee Yes 
Crossbeam Yes 
Gmail Yes 
Google Chrome Yes 
Google Docs Yes 
Google Sheets Yes 
HubSpot CRM Yes 
Maxio Yes 
Microsoft Excel Yes 
Pipedrive Yes 
QuickBooks Accountants Yes 
Ramp Yes 
Salesforce CRM Analytics Yes 
Shopify Yes 
Slack Yes 
Stripe Yes 
Tremendous Yes 
VoPay No 
Yahoo! Mail Yes 

Integrations

Chargebee No 
Crossbeam No 
Gmail No 
Google Chrome No 
Google Docs No 
Google Sheets No 
HubSpot CRM No 
Maxio No 
Microsoft Excel No 
Pipedrive No 
QuickBooks Accountants No 
Ramp No 
Salesforce CRM Analytics No 
Shopify No 
Slack No 
Stripe No 
Tremendous No 
VoPay Yes 
Yahoo! Mail No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Euler

Founded

2023

Country

United States

Website

eulerapp.com

Vendor Details

Company Name

Katipult

Founded

2014

Country

Canada

Website

www.katipult.com

Product Features

Partner Relationship Management (PRM)

Asset Management No 
Business Plans No 
Channel Marketing Automation No 
Collaboration Tools No 
Compliance Management No 
Deal Management No 
Deal Registration No 
Lead Generation No 
Lead Sharing No 
Partner Onboarding No 
Partner Portal No 
Performance Metrics No 
Rewards Programs No 
Workflow Management No 

Product Features

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